Barings German Growth Trust - Class I GBP Inc
Category Germany Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
953.20p
1.50p (+0.16%)
Fund Code
BIGGI
B8DDY87
GB00B8DDY871
Prices updated as at 24 Apr 2024
Prices in GBX
Investment objective
The Trust aims to provide a total return, including both capital growth and dividend income (after fees have been deducted), in excess of the HDAX® (Total Return) Index over a rolling five year period by investing in equity and equity related securities in Germany. The Trust will seek to achieve its investment objective by investing at least 75% of its total assets directly and indirectly in equities and equity related securities of companies incorporated in, or exercising the predominant part of their economic activity in Germany, or quoted or traded on the stock exchanges in Germany.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.
- Key stats
- Growth
- Fidelity insight
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Our view
The Baring German Growth Trust is managed by Robert Smith and aims to achieve long-term capital growth by investing in Germany.
The Baring German Growth Trust employs a 'growth at a reasonable price' strategy, which was launched in the midst of German reunification in 1990.
Smith notes that a high proportion of German firms are family owned or controlled. As a result, German executives tend to make longer-term decision and take on less debt than their American and British peers.
